THOUSAND OAKS, CACRD 134098Latest ADV February 5, 2026
Eagleson Arndt Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Thousand Oaks, CA. Its latest Form ADV filing, dated February 5, 2026, reports $107M in regulatory assets under management, 1 employee, and 307 accounts.
Assets Under Management
$107M
Employees
1
Offices
--
Total Clients
155
Primary office
THOUSAND OAKS, CA
100 E. THOUSAND OAKS BLVD, SUITE 174, THOUSAND OAKS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
117
2
HNWI
23.9%
37
3
Pension Plans
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107Mas of February 5, 2026
Discretionary100.0%
$107M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$107M
Total Accounts307
10Y AUM Change$-15M (-12.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee155:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.